Howe & Rusling’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,478
| Closed | -$94K | – | 811 |
|
|
2022
Q3 | $94K | Buy |
1,478
+839
| +131% | +$53.4K | 0.01% | 264 |
|
|
2022
Q2 | $45K | Buy |
639
+21
| +3% | +$1.48K | 0.01% | 326 |
|
|
2022
Q1 | $48K | Sell |
618
-325
| -34% | -$25.2K | 0.01% | 318 |
|
|
2021
Q4 | $82K | Buy |
943
+154
| +20% | +$13.4K | 0.01% | 268 |
|
|
2021
Q3 | $65K | Sell |
789
-26
| -3% | -$2.14K | 0.01% | 284 |
|
|
2021
Q2 | $67K | Sell |
815
-2
| -0.2% | -$164 | 0.01% | 267 |
|
|
2021
Q1 | $56K | Sell |
817
-32
| -4% | -$2.19K | 0.01% | 279 |
|
|
2020
Q4 | $57K | Sell |
849
-73
| -8% | -$4.9K | 0.01% | 269 |
|
|
2020
Q3 | $58K | Hold |
922
| – | – | 0.01% | 254 |
|
|
2020
Q2 | $52K | Buy |
+922
| New | +$52K | 0.01% | 246 |
|